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O'Shaughnessy Asset Management’s Pitney Bowes PBI Stock Holding History

O'Shaughnessy Asset Management’s Portfolio PBI Stock Details PBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.6M Buy
91,453
+36,947
+68% +$565K 0.01% 1025
2026
Q1 		$602K Buy
54,506
+8,575
+19% +$90K ﹤0.01% 1442
2025
Q4 		$485K Sell
45,931
-23,114
-33% -$240K ﹤0.01% 1519
2025
Q3 		$788K Buy
69,045
+36,037
+109% +$420K ﹤0.01% 1236
2025
Q2 		$360K Buy
33,008
+9,161
+38% +$86.2K ﹤0.01% 1543
2025
Q1 		$216K Sell
23,847
-3,072
-11% -$27.8K ﹤0.01% 1746
2024
Q4 		$195K Sell
26,919
-11,343
-30% -$84.3K ﹤0.01% 1755
2024
Q3 		$269K Buy
38,262
+17,149
+81% +$116K ﹤0.01% 1533
2024
Q2 		$107K Buy
+21,113
New +$101K ﹤0.01% 1639
2023
Q3 		– Sell
-10,439
Closed -$37K – 1664
2023
Q2 		$37K Hold
10,439
– – ﹤0.01% 1373
2023
Q1 		$40.6K Buy
+10,439
New +$43.9K ﹤0.01% 1361
2021
Q4 		– Sell
-8,785
Closed -$63K – 2114
2021
Q3 		$63K Sell
8,785
-1,703
-16% -$13.3K ﹤0.01% 1557
2021
Q2 		$92K Hold
10,488
– – ﹤0.01% 1339
2021
Q1 		$86K Buy
10,488
+1,703
+19% +$14.6K ﹤0.01% 1258
2020
Q4 		$54K Buy
+8,785
New +$52.8K ﹤0.01% 1220
2020
Q1 		– Sell
-33,780
Closed -$136K – 1673
2019
Q4 		$136K Sell
33,780
-4,650
-12% -$21.3K ﹤0.01% 712
2019
Q3 		$176K Sell
38,430
-1,426
-4% -$5.71K ﹤0.01% 547
2019
Q2 		$170K Sell
39,856
-12,628
-24% -$67.8K ﹤0.01% 561
2019
Q1 		$359K Buy
52,484
+51,574
+5,667% +$357K 0.01% 424
2018
Q4 		$5K Buy
+910
New +$6.56K ﹤0.01% 822
2014
Q4 		– Sell
-11,826
Closed -$295K – 1059
2014
Q3 		$295K Sell
11,826
-19
-0.2% -$508 0.01% 481
2014
Q2 		$327K Hold
11,845
– – 0.01% 476
2014
Q1 		$307K Buy
11,845
+1,694
+17% +$41.8K 0.01% 470
2013
Q4 		$236K Buy
10,151
+6,917
+214% +$149K 0.01% 518
2013
Q3 		$59K Buy
3,234
+19
+0.6% +$312 ﹤0.01% 606
2013
Q2 		$47K Buy
+3,215
New +$47.5K ﹤0.01% 608

Other funds holding PBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $75.5M AUM 56.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

O'Shaughnessy Asset Management's PBI Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Pitney Bowes (PBI) stake by 68% in Q2 2026, buying an estimated $565K and bringing the position to 91,453 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #1025.

O'Shaughnessy Asset Management first reported a position in PBI in Q2 2013 and has held it in 26 quarters since. 348 funds tracked by Wall St. Rank hold PBI as of Q2 2026.

  • O'Shaughnessy Asset Management held 91,453 shares of Pitney Bowes worth $1.6M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 36,947 Pitney Bowes shares in Q2 2026, an estimated $565K.
  • Pitney Bowes made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1025 holding.
  • O'Shaughnessy Asset Management first reported a position in Pitney Bowes in Q2 2013 and has held it in 26 quarters since.
  • 348 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.